Delivery Plan
A phased plan that moved from workflow discovery to a validated CRM, coexistence, rollout, and handoff.
Planning principle: The project treated migration as an operating-model change, with validation and coexistence before an irreversible cutover.
Delivery hierarchy
Level 1
The complete Internal CRM Migration project.
Level 2
Five phases: discover, design, build, validate, and roll out.
Level 3
Work packages linked to a visible action and delivery result.
Phases and work packages
| Phase | Action | Result / control |
|---|---|---|
| 1. Discover | Map Airtable fields, views, ownership, dependencies, and hidden workflow rules. | A shared picture of the actual operating model. |
| 2. Design | Separate clients, brands, projects, deliverables, and ownership into a target schema. | A model based on real entities and relationships rather than old screen layout. |
| 3. Build | Create dashboard views, clean the mapping, and prepare representative records. | A first usable workflow for high-frequency operational work. |
| 4. Validate | Run the old and new workflows in parallel and test selected production scenarios. | Known issues, decisions, and gaps visible before cutover. |
| 5. Roll out | Publish SOPs, support adoption, and hand over ownership notes. | A system the team can continue operating after delivery. |
Delivery controls
- Use representative scenarios instead of relying only on an empty or idealised database.
- Keep the old workflow available during coexistence so the team can compare real work.
- Record decisions and known issues as part of delivery, not as a post-project memory exercise.
- Make ownership explicit before handoff so the system does not depend on its original builder.